Atmus Filtration Posts Record Q2 Sales and Lifts Full-Year 2026 Outlook
ATMU sits 46% above its 52-week low of $37.34.
Summary
Atmus Filtration delivered record Q2 2026 sales of $528M and raised its full-year guidance, reflecting robust demand and the successful integration of the Koch Filter acquisition.
Key Events · Earnings and Guidance · ATMU
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Record Q2 Sales
Net sales climbed to $528 million, a 16.4% year-over-year gain, propelled by the Koch Filter acquisition, favorable pricing, and higher volumes.
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Raised Full-Year Guidance
The 2026 outlook now calls for net sales of $1.975–$2.030 billion, an Adjusted EBITDA margin of 19.75%–20.25%, and Adjusted EPS of $2.85–$3.00.
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Strong Profitability
Adjusted EBITDA reached $109 million, representing a 20.7% margin, while Adjusted EPS of $0.82 surpassed the prior-year figure.
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Shareholder Returns
Under the $150 million buyback program, $13 million of stock was repurchased, leaving $49 million available, and a quarterly dividend of $0.055 per share was paid.
Analysis · ATMU · Manufacturing
Quarterly sales reached a record $528 million, a 16.4% increase from the prior year, fueled by the Koch Filter acquisition and organic expansion. Adjusted EBITDA came in at $109 million, yielding a 20.7% margin, while management raised the full-year forecast for sales, margins, and earnings per share — a clear signal that demand strength and integration benefits are expected to persist. The balance sheet, with $259 million in cash and robust free cash flow, comfortably supports the ongoing buyback and dividend, reinforcing shareholder returns.
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At the time of this filing, ATMU was trading at $54.65 on NYSE in the Manufacturing sector, with a market capitalization of approximately $4.5B. The 52-week trading range was $37.34 to $66.50. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.